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Bare Financial Services’s Unilever UL Stock Holding History

Bare Financial Services’s Portfolio UL Stock Details UL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-322
Closed -$18.3K – 1921
2026
Q1 		$18.3K Buy
322
+263
+446% +$17.6K ﹤0.01% 145
2025
Q4 		$3.86K Sell
59
-103
-64% -$6.92K ﹤0.01% 629
2025
Q3 		$10.8K Buy
162
+16
+11% +$1.1K ﹤0.01% 214
2025
Q2 		$10K Buy
+146
New +$10.2K ﹤0.01% 181

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Fisher Asset Management
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bare Financial Services's UL Position: Q2 2026 in Review

Bare Financial Services sold out of Unilever (UL) in Q2 2026, closing a stake of 322 shares — an estimated $18.3K sold.

Bare Financial Services first reported a position in UL in Q2 2025 and held it in 4 quarters. The position peaked at $18.3K in Q1 2026. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • Bare Financial Services reported no remaining Unilever position as of Q2 2026 after selling out during the quarter.
  • Bare Financial Services sold 322 Unilever shares in Q2 2026, an estimated $18.3K.
  • Bare Financial Services first reported a position in Unilever in Q2 2025 and held it in 4 quarters.
  • Bare Financial Services's Unilever position peaked at $18.3K in Q1 2026.
  • 1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.